George Macdonald
George Macdonald is a registered investment advisor at Beacon Harbor Wealth Advisors, based in Virginia Beach, VA, with 35 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 572 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fees are negotiable.
Fee Estimator
Location
440 Viking Drive, Suite 200, Virginia Beach, VA, 23452
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
George is the co-owner, co-president, and CEO of Beacon Harbor Wealth Advisors, dedicating a few hours per week to the role. He is also a co-owner of Guardian Partners LLC, spending minimal time on that activity.
Employment History
Current Registrations
Beacon Harbor Wealth Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advantage Capital CorporationBroker
Investors Security Company, INC.Broker
Washington Square Securities, INC.Broker
Scott & Stringfellow, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.